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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

22 hedge funds and large institutions have $35.7M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$16.6M +$12.3M +246,213 +290%
LPL Financial
2
LPL Financial
California
$8.25M +$7.48M +149,182 +971%
PCWA
3
Pacific Capital Wealth Advisors
California
$2.53M -$54.5K -1,088 -2%
SC
4
Savant Capital
Illinois
$2.1M +$1.03M +20,473 +95%
OIA
5
OneDigital Investment Advisors
Kansas
$2.02M +$310K +6,183 +18%
PMG
6
ProVise Management Group
Florida
$1.06M +$260K +5,179 +33%
Wells Fargo
7
Wells Fargo
California
$861K -$82.1K -1,637 -9%
Citadel Advisors
8
Citadel Advisors
Florida
$778K -$1.35M -26,951 -63%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$372K -$122K -2,438 -25%
IFWM
10
Institute for Wealth Management
Colorado
$364K -$901 -18 -0.2%
WB
11
Webster Bank
Connecticut
$283K +$27.5K +549 +11%
Bank of America
12
Bank of America
North Carolina
$250K +$4.92K +98 +2%
UBS Group
13
UBS Group
Switzerland
$72K +$52.6K +1,044 +272%
Morgan Stanley
14
Morgan Stanley
New York
$56K -$24.4K -488 -30%
GEA
15
Glen Eagle Advisors
New Jersey
$25.6K
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$203K -4,011 -90%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$18K
Osaic Holdings
18
Osaic Holdings
Arizona
$13K +$13K +251 New
WAS
19
Winch Advisory Services
Wisconsin
$12K +$97 +2 +0.8%
DWM
20
Darwin Wealth Management
Florida
$10K +$10K +205 New
VCP
21
Verus Capital Partners
Arizona
$6K -$76.5K -1,607 -93%
PWS
22
Private Wealth Strategies
Ohio
-$1.98M -39,290 Closed
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
-$1.85M -36,682 Closed
IDA
24
Intelligence Driven Advisers
California
-$251K -4,991 Closed
PA
25
Parallel Advisors
California
-$10K -199 Closed